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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $22,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,306 | $42,546-57.0% | $71,796-74.5% | $55,167-66.8% |
| Participation rate | 53.6% | 59.1%-5.5pp | 69.1%-15.5pp | 69.0%-15.4pp |
| Annual return | 6.97% | 12.36%-5.4pp | 78.04%-71.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,697 | $2,064-17.8% | $2,794-39.3% | $3,054-44.4% |
| Admin fee / account holder | $120 | $650-81.5% | $4,815-97.5% | $504-76.1% |